To view your Account Details inside of TotalBrokerage, click on your name in the top-right corner of your dashboard, then click “My Profile”. 
The Account Details are creating by answering the Onboarding Questionnaire questions. You are able to view your Details at any time and are able to update them as needed.*
* Fields that are grayed out cannot be modified by the user. Please reach out to your Broker or Manager to update this information.